Bogart Wealth LLC’s Toyota TM Stock Holding History

Bogart Wealth LLC’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.9K	Sell	344 -2	-0.6%	-$452	﹤0.01%	428
2025 Q4	$74.1K	Buy	346 +10	+3%	+$2.03K	﹤0.01%	383
2025 Q3	$64.2K	Hold	336	–	–	﹤0.01%	407
2025 Q2	$57.9K	Hold	336	–	–	﹤0.01%	421
2025 Q1	$59.3K	Hold	336	–	–	﹤0.01%	389
2024 Q4	$65.4K	Hold	336	–	–	﹤0.01%	363
2024 Q3	$60K	Hold	336	–	–	﹤0.01%	377
2024 Q2	$68.9K	Hold	336	–	–	﹤0.01%	343
2024 Q1	$84.6K	Hold	336	–	–	﹤0.01%	300
2023 Q4	$61.6K	Hold	336	–	–	﹤0.01%	339
2023 Q3	$60.4K	Hold	336	–	–	﹤0.01%	320
2023 Q2	$54K	Hold	336	–	–	﹤0.01%	319
2023 Q1	$47.6K	Buy	336 +136	+68%	+$19.1K	﹤0.01%	326
2022 Q4	$27.3K	Hold	200	–	–	﹤0.01%	381
2022 Q3	$26K	Hold	200	–	–	﹤0.01%	397
2022 Q2	$31K	Hold	200	–	–	﹤0.01%	361
2022 Q1	$36K	Hold	200	–	–	﹤0.01%	314
2021 Q4	$37K	Hold	200	–	–	﹤0.01%	298
2021 Q3	$36K	Hold	200	–	–	﹤0.01%	288
2021 Q2	$35K	Hold	200	–	–	﹤0.01%	275
2021 Q1	$31K	Buy	+200	New	+$30.3K	﹤0.01%	272

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return